What a privilege it was to host @Gautam__Baid for my first ever Twitter Spaces event along with @dadalife369 and @Finvents.
While we wait for the YouTube recording. Here are 8 of my biggest takeaways from today's session.
#investing
Here are three books that influence @Gautam__Baid's investing style - They are some of the best books in investing along with Gautam's The Joys of Compounding.
Here are the ones @Gautam__Baid uses.
It is a super-comprehensive list.
Developing a superior process leads to the repeatability of exceptional outcomes.
Example - @Gautam__Baid's multi-pronged approach to idea generation and validation.
Here is @Gautam__Baid's list of things to avoid.
Here is @Gautam__Baid's checklist that makes this job a bit more process-driven and easier to execute.
https://t.co/ROZ6k8DTy8
Today's spaces and WebEx presentation with @Gautam__Baid has been packed with so much insight. Check out this slide on corporate governance, for example, it is a goldmine for investors.@Finvents @dadalife369 #investing pic.twitter.com/Teyr4jm45N
— Krishna Bahirwani (@BahirwaniKrish) December 8, 2021
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There were some smart folks there before Mr. Buffett. Weston Hicks & his preds at $Y. Larson at Cascade. If you followed what Hunter Harrison was doing at the CN you’d have been there. It had been such a lousy industry I ignored it. Figure out why smart people are in bad assets.
In hindsight, it obviously was a steal...but I think I would have come to the same (wrong) conclusion you did at the time of the announcement.
— Deliberate Capital (Corbin) (@corbinw22) August 9, 2021
Given this info in hindsight, what would you do differently if you came across a similar situation today?